Osberg Family Trust
Osberg Family Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 2 grants totaling $30K. Net investment income was $9.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$30K
+3657.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$15K
+3657.8% YoY
Under IRS private-foundation payout rules, Osberg Family Trust reported a distributable amount of $865 for 2022 — the minimum it must pay out in qualifying distributions.
About Osberg Family Trust
Based on IRS filings
Osberg Family Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 2 grants totaling $30K. Net investment income was $9.
Ready to take the next step with Osberg Family Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $29,982 | $29,584 |
| Revenue | $104 | $2,275 | $187,174 |
| Expenses | $30,087 | $2,295 | $3,337,771 |
| Qualifying Distributions | $30,087 | $2,295 | — |
| Net Investment Income | $9 | $350 | $163,403 |
| Distributable Amount | $865 | $1,391 | $125,323 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2022
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Bank of America Charitable Gift Fund ($15,031), Morgan Stanley Global Impact Funding ($15,031).
| Recipient | Purpose | Amount |
|---|---|---|
| BANK OF AMERICA CHARITABLE GIFT FUND PROVIDENCE, RI | DAF-MILLER RIVER CHARITABLE | $15,031 |
| MORGAN STANLEY GLOBAL IMPACT FUNDING PURCHASE, NY | DAF-OSBERG CHARITABLE FUND | $15,031 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | 1 | — |
| KIMBERLEY O LIPPMAN | CO-TRUSTEE | 1 | — |
| JOHN W OSBERG | CO-TRUSTEE | 1 | — |
Frequently Asked Questions
Where does Osberg Family Trust operate?
Osberg Family Trust has awarded grants in New York, Rhode Island, Washington.
What size grants does Osberg Family Trust award?
In 2022, Osberg Family Trust awarded 2 grants totaling $30K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is Osberg Family Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Osberg Family Trust reported a distributable amount of $865 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Osberg Family Trust's EIN?
Osberg Family Trust's EIN (Employer Identification Number) is 94-3067305. IRS Form 990 filing data is available on this page for 2020–2022.
Explore Open Grants
Browse active grant opportunities in Osberg Family Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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